LWA
APTS

Lineweaver Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Lineweaver Wealth Advisors’s Portfolio APTS Stock Details APTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,200
Closed -$254K – 157
2022
Q1 		$254K Buy
+10,200
New +$221K 0.07% 121

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Lineweaver Wealth Advisors's APTS Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 10,200 shares — an estimated $254K sold.

Lineweaver Wealth Advisors first reported a position in APTS in Q1 2022 and held it in 1 quarter. The position peaked at $254K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Lineweaver Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 10,200 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $254K.
  • Lineweaver Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q1 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $254K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.